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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Kelly is a financial advisor at Capital Group Private Client Services, Inc., located in Los Angeles, California. Robert has a strong background in the financial services industry, having worked at a number of firms, including MBSC, LLC, Mellon Financial Markets, LLC, and Sanford C. Bernstein & Co., LLC. Robert holds the Series 31, 7, 63 and 65 licenses and has a CFA designation. He is a registered Investment Advisor in California, Georgia, Illinois, Nevada, New York, and Texas. Robert specializes in providing financial advice to high net worth individuals, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
NY
04/08/2003 - 07/01/2005
MBSC, LLC (NEW YORK NY)
NY
08/28/2001 - 04/09/2003
MELLON FINANCIAL MARKETS, LLC (NEW YORK NY)
NY
12/07/2000 - 05/01/2001
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
09/15/1993 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 09/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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